Close does not currently offer SCIM-based user provisioning. Stepwork automates Close provisioning with 98% accuracy — no API required.
SCIM not clearly documented Complexity Vector: CRM roles and seats are managed in admin UI and gated by plan
It’s frustrating when a CRM supports SSO but doesn’t clearly offer SCIM provisioning, forcing manual seat management or upgrades. …which is why teams use Stepwork to automate Close flows with 98% accuracy without needing an API.
Close supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.
No. Close does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.
Stepwork automates Close provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.
Yes. Stepwork authenticates to Close through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.
The primary risk is teams must manage access manually when scim isn’t clearly available.. Additional risks include manual onboarding; seat sprawl; slow access reviews. Stepwork eliminates these risks by automating the entire provisioning workflow.
No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.
See how Stepwork provisions users in Close with 98% accuracy — in a 15-minute demo.
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